Start Portfolio Migration Assistant

The right to migrate data is required to run the wizard. Proceed as follows to start the Portfolio Migration Wizard:

1. If necessary, start the Infront Portfolio Manager.
2. On the "Data maintenance" tab, select the PORTFOLIO MIGRATION ASSISTANT command in the "Data migration" icon menu.
   The Portfolio Migration Assistant appears.

The wizard carries out the migration on the complete database. Visibility does not play a role here, i.e. the user performing the migration also migrates data that is invisible to them.

Migration via the wizard can be carried out several times. However, previously created portfolios are removed again.

The individual pages of the Portfolio Migration Assistant contain detailed descriptions. You will also find all information on the individual pages of the Portfolio Migration Assistant in the online help.

In the following sections you will find information on the individual pages of the Portfolio Migration Assistant.